NASDAQ$ADI

Analog Devices Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Revenue finished above the guided midpoint, with stronger profitability driving earnings per share near the high end of the outlook.

Analog Devices reported Q3 2024 financial results with revenue of $2.31 billion, above the midpoint of the outlook. Stronger profitability drove earnings per share near the high end of the outlook. The company returned $574 million to shareholders through dividends and repurchases.

  • Revenue of $2.31 billion, above the midpoint of the outlook.
  • Sequential growth in Industrial, Consumer, and Communications.
  • Operating cash flow of $4.0 billion and free cash flow of $2.9 billion on a trailing twelve-month basis.
  • Returned $574 million to shareholders through dividends and repurchases in the third quarter.

Headline financials

Total Revenue

$2.31B

Previous: $3.08B-24.8%
EPS

$0.79

Previous: $2.49-68.3%
Operating Margin

21.2%

Previous: 30.2%-29.8%
Adjusted Gross Margin

67.9%

No prior period
Adjusted Operating Margin

41.2%

No prior period
Gross Margin

56.7%

Previous: 63.8%-11.1%
Capital Expenditures

-$565M

Previous: -$785M+28.0%
Free Cash Flow

-$173M

Previous: $91.9M-288.0%
Net Income

$392M

Previous: $877M-55.3%
Operating Income

$491M

Previous: $929M-47.1%
Gross Profit

$1.31B

Previous: $1.96B-33.2%
Cash & Equivalents

$2.11B

Previous: $1.15B+83.3%
Total Assets

$48.6B

Previous: $49.3B-1.5%
R&D Expense

$363M

No prior period
Stock-Based Comp

$64.1M

Previous: $83M-22.8%

Revenue & EPS history

Analog Devices · Revenue · Quarterly

$2.31B

Q3 2024-24.8%vs Q3 2023
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Analog Devices · $3.62B total across 4 segments · Q2 2026

  • Industrial
    $1.8B
  • Automotive
    $872M
  • Communications
    $555M
  • Consumer
    $398M

Forward guidance

For the fourth quarter of fiscal 2024, the company is forecasting revenue of $2.40 billion, +/- $100 million. The company expects reported EPS to be $0.85, +/-$0.10, and adjusted EPS to be $1.63, +/-$0.10.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

+1.2%

Avg return

Earnings day

+1.4%

Avg return

5 days after

+0.5%

Avg return

30 days after

53%

38 / 72 earnings

Positive

+9.7%

Q1 2025

Best reaction

-8.3%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-5.0%-4.8%+4.1%
Q1 2026+1.0%+5.2%-8.3%
Q4 2025+4.4%+10.8%+15.9%
Q3 2025+6.1%+10.4%+6.5%
Q2 2025-4.6%-2.4%+2.8%
Q1 2025+9.7%+7.6%-7.2%
Q4 2024-2.9%-2.5%-2.5%
Q3 2024-0.7%+0.9%+1.5%
Q2 2024+8.3%+7.3%+6.7%
Q1 2024+1.3%-0.2%+2.2%
Q4 2023-0.6%-0.4%+6.8%
Q3 2023-1.7%+2.1%-0.7%
Q2 2023-8.3%-6.1%-1.1%
Q1 2023+8.7%+6.8%+3.4%
Q4 2022+6.3%+4.9%+2.8%
Q3 2022-5.0%-8.5%-16.6%
Q2 2022-1.8%-1.4%-11.7%
Q1 2022-1.0%-1.0%+0.9%
Q4 2021-1.6%-4.0%-6.9%
Q3 2021+0.3%+2.0%+3.1%
Q2 2021+9.3%+11.4%+11.2%
Q1 2021-1.5%-0.8%-5.3%
Q4 2020-0.8%+0.5%+5.4%
Q3 2020-0.4%-0.6%-2.5%
Q2 2020+4.4%+4.4%+13.0%
Q1 2020+5.0%-1.0%-28.2%
Q4 2019+0.7%+0.0%+6.0%
Q3 2019-1.5%-3.9%+4.6%
Q2 2019-1.2%-1.5%+13.8%
Q1 2019+1.0%+3.5%+3.1%
Q4 2018+4.9%+3.6%-3.3%
Q3 2018+1.5%+4.3%-1.4%
Q2 2018+3.0%+5.9%+1.6%
Q1 2018-4.3%-1.2%-1.2%
Q4 2017-4.7%-4.2%-4.7%
Q3 2017+5.2%+6.1%+8.3%
Q2 2017-3.1%-7.1%-8.3%
Q1 2017+5.3%+6.0%+7.0%
Q4 2016+5.4%+6.3%+5.2%
Q3 2016-1.2%-1.6%-4.4%
Q2 2016+0.6%
Q1 2016-0.1%
Q4 2015+6.1%
Q3 2015-1.9%
Q2 2015+4.5%
Q1 2015+2.3%
Q4 2014+5.3%
Q3 2014-1.7%
Q2 2014-1.3%
Q1 2014+1.6%
Q4 2013-2.3%
Q3 2013-1.7%
Q2 2013-2.8%
Q1 2013-0.8%
Q4 2012+0.0%
Q3 2012-2.1%
Q2 2012-0.5%
Q1 2012-2.1%
Q4 2011-5.3%
Q3 2011-1.2%
Q2 2011+5.1%
Q1 2011-0.4%
Q4 2010+1.5%
Q3 2010+6.1%
Q2 2010+1.5%
Q1 2010+3.4%
Q1 2009+3.4%
Q2 2009+6.8%
Q4 2007+6.8%
Q4 2009+6.8%
Q3 2008+3.9%
Q3 2009+3.9%

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